Using Excel for Project Management

Excel 2019 is a spreadsheet program developed by Microsoft. Excel for Windows is part of the Microsoft 365 suite (formerly known as Office 365 ) but it can be downloaded independently. The client communication program is a powerful and helpful tool you can use for data analysis and docum entation. Save when you get Excel with Microsoft 365. With Microsoft 365 you get Excel plus Word, PowerPoint, Outlook, and 1TB cloud storage per person for all your files, music, photos, videos and more. Share and collaborate with others across all your devices. Microsoft Excel 2013 might be the most robust application in the Office 2013 suite, and Excel has famously been one of the primary reasons for businesses to invest in the software set. Those that understand the full breadth of the app can use it to its full potential, and there is a lot of potential hiding deep in the program.

Project Managers working on small to midsize projects can use Microsoft Excel to visualize, plan and track their projects. This may be a simple project management spreadsheet an Excel project tracker or something even more complicated like an Excel project management dashboard. For important client and executive communications Excel data can also be converted into PowerPoint slides.

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Project Managers working on small to midsize projects can use Microsoft Excel to visualize, plan and track their projects. This may be a simple project management spreadsheet an Excel project tracker or something even more complicated like an Excel project management dashboard. For important client and executive communications Excel data can also be converted into PowerPoint slides.

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Excel Project Review Template

Project reviews are usually conducted at the end of each project phase to evaluate the current status of a project. To help document and share the results of their reviews, Project Managers can use an Excel spreadsheet that shows a clear overview of completed, outstanding, and planned deliverables, while also including risk management details and financial information. This will make it easier for them to measure progress and clearly communicate key data that clients and executives want to know.

Excel Sprint Project Tracker Template

Agile projects require thorough sprint planning and management. Managers can use Excel to plan and track their Agile project, as well as prioritize features that must be delivered each sprint. Sprint project tracker spreadsheets usually list the start date, finish date and duration of every task, including the percentage of work that has been completed. Color codes can also be added to instantly show the tasks’ status.

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Excel Project Schedule Template

Effective project management requires a clear view of all the work associated with delivering a project on time. Using project schedule spreadsheets enables professionals to efficiently manage their project by the hour and see exactly how much time is left to complete a task or if there is any work overdue.

Excel Project Status Report Template

Project managers who want to inform team members, executives and clients of where a project stands can use Excel to illustrate and track the progression of all critical activities involved. Project status spreadsheets list the key deliverables, developments and risks associated with a project and help measure the progress toward the completion of each objective.

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Excel Project Tracker

Project Management requires that all scheduled work or tasks are tracked. A project tracking spreadsheet is a useful visual tool to track each task’s progress against the original plan. The spreadsheet should include all tasks, their status, the owner of the task, the percent complete and the planned duration versus actual duration.

Excel Critical Path Tracker

Project Managers need to see which tasks are dependent on the completion of preceding tasks before they can begin. To do this they can utilize a critical path spreadsheet which lists all of their tasks, the planned duration for each task and whether the task is dependent on another. This provides Project Managers a visual way to plan the quickest path for completing their project.

Excel Milestone Tracker

Projects need to be managed on a timeline. Tracking progress toward the important events or to specific points on a timescale is a good technique for monitoring the progress of a project. Project Managers can use an Excel milestone tracker to list their critical milestones and to monitor their performance against that timeline.

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